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600 University Park Place Suite 501, Birmingham, AL 35209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-03-10 |
| OR | RA | APPROVED | 2026-01-30 |
Branch Locations
600 University Park Place Suite 501, Birmingham, AL 35209 • United States
1 Centerpointe Drive Suite 120, Lake Oswego, OR 97035 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pure Portfolios Holdings Llc | Portland | OR | 01/2021 | 03/2026 |
| Tru Independence Asset Management, Llc | Portland | OR | 08/2016 | 12/2020 |
| Waverly Advisors, Llc | Birmingham | AL | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-03-24 |
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